College costs continue to rise and the four-year sticker price of college now exceeds $300,000 at some of our most prestigious institutions. As a result, our outstanding student loan debt exceeds $1.7 trillion. Part of the problem is that most advisors are never trained on financial aid. It’s time to raise the bar in college funding advice. Join us to learn how you can better guide families through the college funding maze and make more informed buying decisions.
Joe Messinger and College Aid Pro will break down:
• Projecting a family’s financial aid and out of pocket cost at individual institutions
• Creating a college funding plan and ensure students graduate with manageable debt without robbing retirement
• Understanding the key differences in the federal and institutional formulas used to determine a family’s expected family contribution (EFC) need based financial aid eligibility
• Income and asset strategies to maximize financial aid offers
• How to analyze, compare, and appeal financial aid award letters
• Cash flow and tax planning strategies for college
• Balancing college and retirement goals as part of a comprehensive financial plan
This is a Continuing Education (CE) webinar. Live attendees will be eligible for CFP and The American College CE credit.